Medicare Planning

We can help you sift through the information and understand your options to make the best choice. 

It’s astonishing how complicated Medicare is considering so many people rely on it for health coverage. You will be inundated with information, but may still need help making decisions. Here are some of the questions we can help you answer.

  • I’m 65, but I’m still working. Do I have to enroll?
  • Why are my Medicare premiums so high?
  • I’m so confused! What’s the difference between original Medicare, Medicare Advantage, and Medigap plans?
  • Can I qualify for Medicare if I’m disabled?
  • Does Medicare cover long-term care?

Our Fiduciary Promise

We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities. 

Personalized Investments

Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.

Wealth Management

Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.

We would love to learn more about you.

Knowledgeable and expert.




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